Retirement Plan Services Associate

TEKsystems • Saint Petersburg, FL

13d • $23 - $23 • Hybrid

About The Position

This person will be responsible for supporting the Retirement Plan Services department. The majority of the role will involve processing forms and performing basic transactions, such as handling roll overs, internal transfers, and death certificates (will rarely need to answer the phone, if at all).

Requirements

• Have at least 2 years of recent experience within the financial services, ideally the retirement planning industry
• Someone who has a Bachelor's degree in finance

Responsibilities

• Answers and responds to email inquiries regarding issues
• Processes forms and performs basic transactions, such as handling roll overs, internal transfers, and death certificates
• Accurately diagnoses issues and provides client driven solutions that also meet IRS regulatory requirements Interprets rules and regulations by applying retirement plan knowledge
• Conducts audits of account activity to ensure transactions meet regulatory compliance
• Reviews client requests for corrections to determine proper course of action and provide guidance to branch personnel on resolution
• Maintains knowledge of retirement plan rules and regulations by utilizing internal and external resources, as well as continuous training
• Communicates, researches and resolves issues with other internal departments
• Reviews daily reports of individual productivity to evaluate personal performance Information

Benefits

• Medical, dental & vision
• Critical Illness, Accident, and Hospital
• 401(k) Retirement Plan – Pre-tax and Roth post-tax contributions available
• Life Insurance (Voluntary Life & AD&D for the employee and dependents)
• Short and long-term disability
• Health Spending Account (HSA)
• Transportation benefits
• Employee Assistance Program
• Time Off/Leave (PTO, Vacation or Sick Leave)

What This Job Offers

• Career Level: Mid Level
• Number of Employees: 5,001-10,000 employees